Associate Account Manager - Hybrid (Cupertino, CA)
About The Position
Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital. The Associate Account Manager (AAM) supports the Senior Benefits Consultant and Account Manager with the day to day management of their assigned book of business and works closely and collaboratively with the internal service team to ensure service deliverables meet and exceed client expectations. The AAM serves as the clients' secondary point of contact for any benefit - related service needs and are also responsible with supporting client compliance requirements, accuracy of client benefit contracts and accuracy of client deliverables.
Requirements
- Must be self-motivated and disciplined
- Possess excellent written and verbal communication skills
- Possess strong organizational skills
- Must be very detail-oriented
- Demonstrate leadership capabilities
- Ability to work with clients at a strategic level
- Ability to thrive in fast-paced environment
- 2+ years’ experience in broker agency or other corporate benefit administration experience.
- Thorough knowledge of health and ancillary products
- Working knowledge of all Microsoft Office products
Nice To Haves
- Current Life and Health license
- Familiarity and practical knowledge of quoting process and tools
- Bachelor’s Degree
- Experience with benefit administration systems
- Health/Life License
Responsibilities
- Supports Senior Benefit Consultant and Account Manager with the management of assigned book of business
- Serves in an advisory capacity for clients on day to day issues
- Reviews accuracy of client work assignments from internal service team members including but not limited to the SPR, Open Enrollment material, mid-year education campaigns.
- Works closely with Senior Benefits Consultant to support the renewal process
- Reviews insurance contracts and benefit summaries to ensure accuracy of sold plans
- Completes client compliance checklist and needed requirements such as 5500 filing, SBC distribution, SPD wrap document, as applicable
Benefits
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses
- employee perks and discounts
- total-wellbeing benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
